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Sponsor portfolio

HOPES WINDOWS, INC.

EIN 16-1184041-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$18.5M assets
Welfare
1
$86K premiums
Participants
251
84 HOPKINS AVE, PO BOX 580 - JAMESTOWN, NY 147012223716-665-5124
Plans on this EIN
3 filings
#001401k-$18.3M - 93 part#002401k-$146K - 22 part#501Mixed-$86K - 136 lives

Retirement portfolio analytics

2 plans aggregated / $18.5M assets / 115 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • SALARIED 401K PLAN (#001)99%
  • BARGAINED EMPLOYEES 401(K) (#002)1%
Total $18.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARIED 401K PLAN (#001)93
  • BARGAINED EMPLOYEES 401(K) (#002)22
Total 115Click row to drill in

Benefits portfolio analytics

1 plan / $86K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$86K
  • Vision$86K
  • Life$86K
  • Long-term disability$86K
  • Other$86K
Total $86K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $86K1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • USI INSURANCE SERVICES LLC82%
  • CENTERSTONE INSURANCE AND FINANCIAL18%
Total $9K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOPES WINDOWS, INC. SALARIED 401K PLAN

401k

Assets$18.3M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOPE'S WINDOWS, INC. BARGAINED EMPLOYEES 401(K) PLAN

401k

Assets$146K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPE'S WINDOWS

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$86K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOPES WINDOWS, INC. SALARIED 401K PLAN401k$18.3M932025
002HOPE'S WINDOWS, INC. BARGAINED EMPLOYEES 401(K) PLAN401k$146K222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPE'S WINDOWSMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$86K1362025
Retirement plans
Welfare plans
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